Overview
Estate planning is a critical step for anyone seeking to protect their wealth and ensure their assets are distributed according to their wishes. This webinar equips you with essential knowledge on crafting wills and trusts, minimising tax burdens and preventing family disputes. The webinar gives practical guidance that empowers practitioners to navigate estate administration effectively and safeguard their clients' inheritance and ensure the continuation of legacies.
Join Nicolene Schoeman-Louw (Attorney) on the 17th of March 2025 from 10h00 to 12h00 as she unpacks the key aspects of wills, estates and trusts, providing expert insights, practical advice and real-world examples to help you navigate the estate planning process with confidence.
Learning objectives
Attending this webinar will equip you with the following skills:
- Understanding the fundamentals of estate planning and the importance of having a will.
- Learning the legal requirements for drafting and executing a valid will.
- Exploring different estate planning tools, including trusts and power of attorney.
- Identifying common challenges in estate administration and how to address them.
- Gaining insights into the role of the executor and the probate process.
Content
The webinar will cover the following topics:
- Introduction to Estate Planning.
- Definition and importance.
- Key components of a comprehensive estate plan.
- Drafting a Will.
- Legal requirements for a valid will.
- Types of wills.
- Common mistakes to avoid.
- Trusts and Other Estate Planning Tools.
- Purpose of trusts.
- Revocable vs irrevocable trusts.
- The role of power of attorney and living wills.
- Estate Administration and Probate.
- The role of the executor and administrator.
- Understanding the probate process.
- Distribution of assets and debt settlement.
- Challenges in Estate Planning.
- Disputes over wills and inheritance.
- Managing estate taxes and liabilities.
- Planning for minor children and dependents.
About the presenter
Nicolene Schoeman-Louw
Nicolene Schoeman-Louw is the Founder and Managing Director of Schoeman Law Inc in Cape Town, South Africa. She is an admitted Attorney of the High Court of South Africa, Conveyancer, Notary Public and Mediator with a passion for assisting entrepreneurs to reach their most ambitious goals.
Nicolene holds an LLB degree cum laude, LLM from the University of the Free State and a postgraduate diploma in financial planning (CFP) from the University of Stellenbosch. She lectured at the University of the Free State during her studies, presently guest-lectures at Stellenbosch Business School. She also presents seminars and workshops on a wide range of legal topics for various organizations. Nicolene is the Co-Founder and Managing Director of PocketAdvisor where she also doubles up as a skilled facilitator.
Who should attend?
The following persons will benefit from attending this webinar:
- Advocates.
- Attorneys.
- Estates administrators.
- Corporate Legal Professionals.
- Legal Academic.
- Candidate attorneys.
- Law Students.
- Paralegals.
Price
- R 450.00 - Online admission - Individual.
- Group Price 1 - From R337 per person (up to 5 users)
- Group Price 2 - From R260 per person (up to 10 users)
- Group Price 3 - From R224 per person (over 11 users)
Steps to register for the event:
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Additional material
By attending this webinar you will be provided with:
- A summarised slide presentation.
- Reference documents and/ or course material where available.
- You can ask questions during the webinar and you will also have access to the presenter after the webinar.
About SA Legal Academy
Welcome to SA Legal Academy (SALA), a provider of courses to help you succeed in your chosen career. We are committed to providing our students with the highest quality training and support, to ensure that your skills and knowledge are up to date and ready to face the challenges of the modern workplace. Our courses are designed to ensure that you reach your professional goals and enhance your career prospects. With our experienced training staff and comprehensive resources, you can be confident that you will receive the highest quality of training from SA Legal Academy.
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